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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,269 | $77,569+168.5% | $115,599+80.2% | $64,097+224.9% |
| Participation rate | 60.6% | 60.7%-0.1pp | 74.3%-13.7pp | 55.2%+5.4pp |
| Annual return | 13.86% | 18.52%-4.7pp | 111.10%-97.2pp | 34.64%-20.8pp |
| Employer contribution / active EE | $4,620 | $1,915+141.3% | $2,955+56.3% | $1,891+144.3% |
| Participant deferral / active EE | $5,935 | $3,327+78.4% | $4,889+21.4% | $3,080+92.7% |
| Admin fee / account holder | $18,510 | $4,470+314.1% | $12,841+44.2% | $3,454+435.8% |